LHM, INC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICROCHIP TECHNOLOGY INCORPORATED(MCHP) | 82,086 | 108,315 | +26,229 | 5,230,520 | 6,998,232 | 2.76% | +1,767,712 |
| TEXAS INSTRUMENTS INC.(TXN) | 25,062 | 30,299 | +5,237 | 4,348,006 | 5,882,248 | 2.32% | +1,534,242 |
| MARVELL TECHNOLOGY, INC.(MRVL) | 99,857 | 99,857 | 0 | 8,485,848 | 9,890,836 | 3.89% | +1,404,988 |
| MASTERCRAFT BOAT HOLDINGS INC | 212,361 | 219,363 | +7,002 | 4,015,747 | 4,499,135 | 1.77% | +483,388 |
| SECURITY NATIONAL FINL CORP | 718,033 | 717,508 | -525 | 6,469,477 | 6,801,976 | 2.68% | +332,499 |
| AMAZON.COM INC(AMZN) | 23,026 | 26,807 | +3,781 | 5,314,861 | 5,583,094 | 2.20% | +268,233 |
| IPG PHOTONICS CORPORATION(IPGP) | 108,085 | 69,656 | -38,429 | 7,738,886 | 7,981,881 | 3.14% | +242,995 |
| KORNIT DIGITAL LTD. | 693,598 | 693,598 | 0 | 9,973,939 | 10,168,147 | 4.00% | +194,208 |
| KRANESHARES TRUST | 197,414 | 231,364 | +33,950 | 6,721,947 | 6,577,679 | 2.59% | -144,268 |
| SONY GROUP CORPORATION(SONY) | 29,509 | 29,509 | 0 | 755,430 | 610,836 | 0.24% | -144,594 |
| ALPHABET INC.(GOOG) | 22,630 | 22,630 | 0 | 7,083,190 | 6,507,483 | 2.56% | -575,707 |
| WHIRLPOOL CORP.(WHR) | 52,022 | 58,857 | +6,835 | 3,752,867 | 3,173,569 | 1.25% | -579,298 |
| BLACKROCK ETF TRUST II | 228,434 | 219,984 | -8,450 | 12,054,462 | 11,423,769 | 4.50% | -630,693 |
| PIMCO ETF TR MULTISECTOR BD | 454,493 | 437,693 | -16,800 | 12,125,873 | 11,467,557 | 4.52% | -658,316 |
| TAKE TWO INTERACTIVE SOFTWARE INC(TTWO) | 40,217 | 48,748 | +8,531 | 10,296,758 | 9,627,730 | 3.79% | -669,028 |
| SPDR SERIES TRUST ST STR SP BIOT | 83,738 | 73,760 | -9,978 | 10,210,174 | 9,421,365 | 3.71% | -788,809 |
| WINNEBAGO INDUSTRIES INC(WGO) | 146,629 | 153,707 | +7,078 | 5,941,407 | 4,763,380 | 1.88% | -1,178,027 |
| XPEL INC(XPEL) | 199,505 | 190,664 | -8,841 | 9,957,295 | 8,438,789 | 3.32% | -1,518,506 |
| UNIVERSAL DISPLAY CORPORATION(OLED) | 74,552 | 74,552 | 0 | 8,706,183 | 6,833,436 | 2.69% | -1,872,747 |
| WESTERN ALLIANCE BANCORP(WAL) | 108,880 | 98,675 | -10,205 | 9,153,542 | 6,991,124 | 2.75% | -2,162,418 |
| NOVO-NORDISK A/S(NVO) | 141,487 | 59,930 | -81,557 | 7,198,859 | 2,254,787 | 0.89% | -4,944,072 |
| VANGUARD INDEX FDS | 337,826 | 336,896 | -930 | 113,262,923 | 108,079,606 | 42.55% | -5,183,317 |